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iShares Russell Top 200 Value ETF (IWX)

74.12 -0.20 (-0.27%)
At close: April 26 at 4:00 PM EDT
74.20 +0.08 (+0.11%)
After hours: April 26 at 4:08 PM EDT

Performance Overview: IWX

Trailing returns as of 4/25/2024. Category is Large Value.

YTD Return

IWX
6.40%
Category
8.83%

1-Year Return

IWX
15.80%
Category
20.70%

3-Year Return

IWX
6.49%
Category
8.87%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
IWX
Category
YTD
9.38%
8.83%
1-Month
4.88%
5.04%
3-Month
9.38%
8.83%
1-Year
19.82%
20.70%
3-Year
8.53%
8.87%
5-Year
10.24%
10.89%
10-Year
8.99%
9.09%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
IWX
Category
2023
10.47%
11.63%
2022
-5.32%
-5.90%
2021
23.32%
26.22%
2020
1.46%
2.91%
2019
25.82%
25.04%
2018
-6.50%
-8.53%
2017
14.05%
15.94%
2016
15.37%
14.81%

2015
-3.69%
-4.05%
2014
13.17%
10.21%
2013
31.79%
31.21%
2012
16.36%
14.57%
2011
1.15%
-0.75%
2010
10.63%
13.66%

ETF Summary

The fund generally will invest at least 80% of its assets in the component securities of its underlying index and in investments that have economic characteristics that are substantially identical to the component securities of its underlying index (i.e., depositary receipts representing securities of the underlying index) and may invest up to 20% of its assets in certain futures, options and swap contracts, cash and cash equivalents.

ETF Overview

Category Large Value
Fund Family iShares
Net Assets 2.14B
YTD Daily Total Return 6.40%
Yield 2.00%
Legal Type Exchange Traded Fund

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